You have your employees’ backs, we have their future.

We help more employees secure a successful financial future by providing high-quality, low-cost investments and personalized one-on-one financial guidance.

trust we’ve earned

We’re the fastest-growing retirement advisor of our kind. ¹

Billion in Assets Under Management

$5.6

Small and Mid-sized Businesses

1.8k

Employees Served

80k

Client Satisfaction

Why Businesses Trust Fisher\SMB

Discover how our commitment to client satisfaction drives real results. See what our clients are saying and why they stay.

See the Results

We’re for smaller companies that think big.

We provide small and mid-sized employers access to the same high-quality, low-cost investments and dedicated employee service available to large corporations.

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We serve employees like their future depends on it.

Investing can be difficult and require expertise. Without proper guidance, employees may succumb to biases that reduce their returns. That’s why we offer the same proactive outreach and personalized, one-on-one investment guidance to thousandaires as we do to millionaires.

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Access to investment options reserved for bigger companies.

Smaller businesses may not be able to access retirement plan features available to larger companies. This results in employees paying more and getting less. We provide smaller employers the same options and expertise that larger companies enjoy.

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Hire an advisor, get a partner.

We save you time by serving as your retirement plan’s single point-of-contact and resolving employee questions and vendor issues for you. Leveraging our scale, we negotiate preferred pricing and enhanced service features from vendors, ensuring your business receives the best value and service.

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We’re a top 1% Fiduciary Advisor.

As a retirement plan advisor focused on small and mid-sized business, we are proud to be CEFEX-certified)². This certification is a prestigious designation, awarded to just 1% of advisors globally. It affirms our commitment to putting clients’ interest first and adherence to industry best practices.

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Rated One of America’s Top Advisors

CEFEX^® Certification³

Centre for Fiduciary Excellence

2025

Top DC Advisor Team⁴

NAPA

2024